Retirement Plan Inside Sales & Strategy Analyst

Busey Bank; Urbana (IL); On-site; USD 56,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

Busey Bank in Urbana, IL seeks an Internal Sales Consultant for Retirement Plan Services to support sales growth and servicing existing client relationships. You will respond to proposals, analyze plan data, and help position our solutions against competitors in a collaborative team setting.

The role emphasizes strong communication, analytical skills, and knowledge of retirement plan regulations. A Bachelor's degree is required, with potential bonuses based on performance.

Qualifications

• Robust oral and written communication skills.
• Strong analytical skills to process data and present findings.
• Retirement plan industry trends, regulations and rules.
• Bachelor's degree required.
• Retirement plan credentials and/or designations preferred.

Responsibilities

• Partner with the sales team to respond to proposal requests from prospects.
• Research and benchmark fees, services and investments for clients.
• Position solutions against competitors and prepare tailored proposals.
• Answer technical product and competitive positioning questions.
• Prepare review materials and coordinate internal/external partners.
• Support existing relationships proactively and reactively.
• Assist onboarding of new retirement plan business and vendor management.
• Maintain knowledge of industry trends and regulatory changes.

Skills

Communication skills

Analytical skills

Industry knowledge

Education

Bachelor's degree

Retirement plan credentials

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey Bank in Urbana, IL seeks an Internal Sales Consultant for Retirement Plan Services to support sales growth and servicing existing client relationships. You will respond to proposals, analyze plan data, and help position our solutions against competitors in a collaborative team setting.

The role emphasizes strong communication, analytical skills, and knowledge of retirement plan regulations. A Bachelor's degree is required, with potential bonuses based on performance.